Marketing for Accounting Firms

How I Built My Firm: Niche Verticals, Virtual Team, AI-Powered Growth


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From family firm to a 35-person, fully virtual team, Mike shares how YBL scaled by delegating aggressively, documenting SOPs, and hiring that first game-changing admin. We get into rebranding to attract right-fit clients, paid discovery to qualify leads, EOS and 10x goals, and the tech stack powering it all (Karbon, Keeper, Notion, QBO). We also talk AI as a force-multiplier, community-driven growth, and balancing automation with a human-first client experience. If you’re ready to professionalize your ops and grow on purpose, this one’s a blueprint.

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Marketing for Accounting FirmsBy Matt Banker

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